See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,291 | $123,793-76.3% | $177,821-83.5% | $79,858-63.3% |
| Participation rate | 94.5% | 84.7%+9.9pp | 87.7%+6.8pp | 69.6%+24.9pp |
| Annual return | 24.04% | 22.82%+1.2pp | 48.32%-24.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,690 | $4,095-34.3% | $5,918-54.5% | $2,471+8.9% |
| Participant deferral / active EE | $6,540 | $5,956+9.8% | $7,714-15.2% | $3,740+74.9% |
| Admin fee / account holder | $7,128 | $7,243-1.6% | $12,427-42.6% | $5,306+34.3% |